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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $631,563 | $157,296+301.5% | $141,191+347.3% | $152,897+313.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 25.32% | 64.34%-39.0pp | 71.41%-46.1pp | 345.43%-320.1pp |
| Employer contribution / active EE | $17,998 | $5,262+242.0% | $4,736+280.0% | $4,764+277.8% |
| Participant deferral / active EE | $14,128 | $7,111+98.7% | $6,710+110.6% | $5,851+141.5% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |